slides · global inventory
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Matching slides 118,471
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Pages 3,950
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16,681-16,710 of 118,471
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This is a formal shareholder letter from TCI Fund Management to Airbus.Airbus SE (AIR) · Christopher Hohn
Shareholder letter Activist investor 3 hits
01
This is a formal shareholder letter from Christopher Hohn (TCI) to Sundar Pichai.Alphabet (GOOGL) · Christopher Hohn
Shareholder letter Activist investor Beat · Setup3 hits
205
The slide uses a list of 8 specific financial actions taken by the company between 2002 and 2003 to illustrate poor capital management.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
206
This slide functions as a case study critique of corporate divestiture strategy, specifically focusing on the failure to maximize value for shareholders compared to private equity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
210
This slide serves as a historical record of corporate financial actions and credit agency responses.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
223
The slide uses a comparison table to justify capital allocation towards share buybacks rather than M&A.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
225
The slide provides a valuation table for non-core assets and discusses the feasibility of a $20B share repurchase program.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
226
Chapter 3: Financial Strategy and Debt CapacityTime Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
233
Page 211 of a Lazard presentation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
240
The slide serves as a summary of credit analysis for a potential spin-off or standalone entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
248
Contains historical credit spread data for Cablevision and leverage/operational metrics for Charter Communications.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
278
The table uses ordinal rankings (1-6) rather than raw financial data to compare performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
289
This is a text-heavy slide from a Lazard presentation advocating for the separation of TWC from TWX.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
306
Page 281 from a Lazard valuation report.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
313
Page 288 from a Lazard valuation report.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
316
Includes a box-and-whisker style chart for valuation ranges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
345
This is a page from a Lazard activist report criticizing Time Warner's management.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
346
This page appears to be from a formal report or activist presentation, likely authored by Lazard, detailing the operational failures of the AOL/TW merger.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
347
The slide uses a narrative structure to expose management failures, citing specific examples like CNNfn, CNNSI, and the sale of Comedy Central/WMG.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
350
This is a page from an activist investor deck (Lazard) targeting Time Warner (TWX).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
362
Page 334 of a Lazard report; contains specific tax basis figures for TWX, AOL, and Publishing.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
365
Includes detailed footnotes explaining the assumptions behind the debt allocation and OIBDA figures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
370
Includes a specific exhibit (5.18) showing valuation impact of share repurchases at different price points.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
04
Page 4 of a shareholder letter; contains specific critiques of Airbus's R&D and hydrogen/electric strategy.Airbus SE (AIR) · Sir Christopher Hohn
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
01
The letter establishes TCI's investment philosophy regarding climate risk as a material financial factor.Alphabet (GOOGL) · Chris Hohn
Shareholder letter Activist investor Beat · AttentionLoop · Voice Of Customer3 hits
06
The slide uses a table to highlight a specific discrepancy in financial performance metrics to critique management's operational efficiency.Forward Air Corporation (FWRD) · Frederick DiSanto
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
01
This is a shareholder letter/engagement document.S&P Global (SPGI) · Chris Hohn
Shareholder letter Activist investor Beat · Problem3 hits
01
This is a formal activist investor letter.Cellnex Telecom, S.A. (CLNX) · Christopher Hohn
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
42
The slide uses a 'cronyism' narrative to criticize capital allocation.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 3 hits
89
The slide frames a list of potential M&A targets to demonstrate the asset's value and liquidity.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 3 hits